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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 231.83+1.7%Jan 16 9:30 AM EST

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To: SisterMaryElephant who wrote (56446)10/1/2001 10:12:38 PM
From: Joe NYCRead Replies (2) of 275872
 
Steve,

BTW, at some point communications will be strong and AMD will not participate in this market.

There are a lot of sectors where AMD is not participating, and it really bugs me. One is the breakfast cereal market. Can you imagine a nickel worth of crap (raw material), nickel worth of processing, about a dollar advertising, and some idiots buy the stuff for $5.

Another segment, that is a lot closer to the core of AMD business - potato chips is also a missed opportunity.

If I really decide to participate in those segments, I can go with pure plays such as K, or wait for KKR to do an IPO of Borden, owner of Wise Potato chips.

Joe
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